Fund Services
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Demystifying the New Rules for Private Fund Advisors
Last week the SEC released sweeping new rules for Private Fund Advisers. The industry is currently evaluating the rules and the detailed analysis contained within the SEC’s 660-page final rule and will have better clarity on next steps and needed actions in the weeks ahead.
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Is the LBO Coming Back?
By: Bobby Dormanesh During the first half of the year, the market continued to work through inflation, geopolitical instability, and rising interest rates. The IPO market was driven by a few large deals, but activity remained slow. As the market begins to shift toward moderate inflation, coupled with interest rate hikes slowing, coming to halt, […]
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Driving Portfolio Value with Data Analytics
In today’s competitive business landscape, private equity firms and venture capitalists are constantly seeking ways to drive value creation in their portfolio companies. While traditional methods such as operational improvements and strategic initiatives are still relevant, the integration of data analytics has emerged as a powerful tool to unlock untapped potential. By harnessing the power […]
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Private Equity Priorities for 2023: Navigating a Dynamic Landscape
The private equity industry in the United States is known for its dynamism and resilience. As we step into 2023, private equity firms face a unique set of priorities shaped by evolving market trends and regulatory changes. In this blog post, we will explore the top three priorities for private equity in the United States […]
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Leveraging Quality of Earnings Reports for Strategic Decision-Making
In today’s fast-paced business landscape, making informed and strategic decisions is key to staying ahead of the competition. One valuable tool that can aid in this process is a quality of earnings report. By examining the sustainability and reliability of a company’s earnings, this report provides crucial insights that can guide strategic decision-making. In this […]
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Insights from the 2023 Private Equity Half-Time Huddle
Despite ongoing global challenges, the private equity landscape has shown resilience and adaptability.
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AI innovations: Revolutionizing Private Equity Fund Management
By: Bobby Dormanesh Artificial intelligence (AI) has been a hot topic with the release of ChatGPT (by Microsoft) and Bard (by Google). It is also being leveraged by fund managers and rapidly transforming the private equity industry. Specifically, AI-powered tools are being used to improve decision-making, enhance due diligence, increase operational efficiency, and improve portfolio […]
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Navigating the Uncertainty: How Geopolitical Events Impact Private Equity Investments
Geopolitical events are becoming an increasingly important consideration for private equity firms when making investment decisions. With the world becoming more interconnected, it is becoming more difficult to isolate investments from global events. In this blog, we will explore the impact of geopolitical events on private equity and how firms can manage these risks. Geopolitical […]
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Top Six Takeaways from DealMax 2023
By Adrian Nohr and Jennifer Clement The largest single event of its kind on the planet, DealMax is a mega-match making marketplace for sellers and buyers of middle and lower-middle market companies. 850+ private equity groups / family offices and 150+ corporate buyers attended from across North America. CLA’s team on the ground included professionals […]
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Private Equity Firms Embrace the Trend of ESG Investing
Environmental, Social, and Governance (ESG) factors have become increasingly important in the investment world. Private equity firms, in particular, have taken notice of the growing demand from investors for ESG-focused investments. In this blog, we will explore the trend in private equity firms’ consideration of ESG factors in their investment decisions. What is ESG? ESG […]